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Davinci Financial Designs LLC

● SEC registered since 2015CRD 163362SEC# 801-80733Columbia, SC
Export (members)
Reg. AUM
$198.3M
Employees
5
Accounts
1,188
Location
Columbia, SC

Davinci Financial Designs LLC assets under management

Davinci Financial Designs LLC operates as an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 2015. It reports $198.3 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/22301049/adminView on SEC.gov ↗

Davinci Financial Designs LLC owners & executives

2 reported
NameTitleOwnershipSince
James Stuart Agostini ControlManager And Chief Compliance OfficerOver 75%2012
James Stuart Agostini ControlOwnerOver 75%2003

Frequently asked questions

How much does Davinci Financial Designs LLC manage?

Davinci Financial Designs LLC reports $198.3 million in regulatory assets under management on its Form ADV.

How many employees does Davinci Financial Designs LLC have?

Davinci Financial Designs LLC reports 5 employees.

Where is Davinci Financial Designs LLC located?

Davinci Financial Designs LLC is based in Columbia, SC and has been SEC-registered since 2015.

Does Davinci Financial Designs LLC disclose fund performance?

Davinci Financial Designs LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5301 N. Trenholm Road, Suite a, Columbia, SC 29206
Phone803-741-0134
Fax803-741-0273
Office hours9a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198.3M
Non-discretionary$0
Total (RAUM)$198.3M